RWM

RKL Wealth Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$746M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.34M
2
+$1.5M
3
+$1.29M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.15M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$789K

Top Sells

1
+$2.17M
2
+$1.11M
3
+$1.11M
4
LAMR icon
Lamar Advertising Co
LAMR
+$1.02M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$762K

Sector Composition

1 Technology 4.86%
2 Healthcare 4.05%
3 Financials 3.76%
4 Communication Services 3.13%
5 Consumer Discretionary 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.09M 0.15%
13,962
+439
77
$1.06M 0.14%
4,121
78
$1.05M 0.14%
14,237
+3,719
79
$1.02M 0.14%
14,715
-1,329
80
$1.01M 0.13%
13,888
+354
81
$955K 0.13%
39,306
-8,907
82
$887K 0.12%
778
83
$777K 0.1%
45,652
-497
84
$756K 0.1%
6,638
+349
85
$703K 0.09%
3,223
-1,167
86
$598K 0.08%
2,176
87
$584K 0.08%
4,050
-1,765
88
$552K 0.07%
2,606
-43
89
$506K 0.07%
6,418
-480
90
$445K 0.06%
4,115
-214
91
$438K 0.06%
1,171
-14
92
$421K 0.06%
+4,424
93
$421K 0.06%
1,961
94
$412K 0.06%
1,777
95
$405K 0.05%
11,612
-688
96
$404K 0.05%
1,705
97
$379K 0.05%
3,163
-85
98
$378K 0.05%
10,442
-1,147
99
$376K 0.05%
+3,239
100
$365K 0.05%
7,049
-1,819
2 3
4
5 6